The Xero integration sends your EasyBiz sales to Xero: each order becomes a Xero invoice, its payments follow, and sales returns become credit notes. You connect once, choose which sales channels to send, and the rest happens by itself.

Why should I connect EasyBiz to Xero?

Connecting your accounts offers three major benefits:

  • Save Time: Eliminate hours of manual data entry. Your orders sync automatically as they happen.

  • Reduce Errors: Humans make mistakes when typing numbers. Automation ensures that the data in Xero matches your sales records exactly.

  • Up-to-date Financials: New sales reach Xero within about a minute, so your financial reports are always up to date, giving you a clear view of your business health.

🔄 How the Sync Works (The Data Flow)

Understanding how data moves between your systems is critical for keeping your accounts clean.

1. The Direction: Sales go from EasyBiz to Xero ➡️

Sales data flows from EasyBiz → Xero.

  • What this means: You should treat EasyBiz as your "Source of Truth" for sales. When you create or update an order in EasyBiz, it is pushed to Xero.

  • Note: Changes made directly inside Xero (e.g., editing an invoice description) will not sync back to EasyBiz.

  • The one exception is payments. If you record a payment in Xero against an invoice that came from EasyBiz, it is added to the EasyBiz order, as long as its Xero account is mapped under Payment Mapping.

2. The Triggers: Auto vs. Manual ⚙️

When does the sync actually happen? That depends on how you set it up. You can use one or both methods:

  • Auto Sync: Each new order from the sales channels you choose is sent to Xero about a minute after it's made. This is the "set it and forget it" option for day-to-day operations.

  • Manual Sync (On-Demand): You pick a sales channel and a date range, and EasyBiz sends those past orders to Xero. Use it for orders from before you set up Auto Sync, or to resend a date range.

Set it up

Follow these guides in order:

  1. Connect Your Xero Account: link your Xero organisation.
  2. Configuring Account Codes: choose which Xero account each part of a sale goes to.
  3. Mapping Payment Methods: choose which Xero account each payment method goes to.
  4. Choosing the Right Contact Matching Method for Your Business: decide whose name the invoices carry in Xero.
  5. Auto Sync: turn on sending for your sales channels.
  6. Manual Sync: send your past orders.
  7. Customizing Invoice Numbers: set the invoice number format.

If something doesn't reach Xero, see Troubleshooting Your Xero Sync.

External Resources

This guide covers how to connect and sync your data. If you need help using Xero itself (like generating profit & loss reports or reconciling bank feeds), please visit the Official Xero Central Help Page.

What's Next?

Now that you understand how the Xero sync works, continue to Connect Your Xero Account to link your Xero organisation so EasyBiz can push sales and payments into it.